See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,160 | $45,863-51.7% | $77,024-71.2% | $68,494-67.6% |
| Participation rate | 93.6% | 55.9%+37.7pp | 67.9%+25.7pp | 67.9%+25.7pp |
| Annual return | 35.98% | 1.72%+34.3pp | 42.32%-6.3pp | -7.84%+43.8pp |
| Employer contribution / active EE | $8,467 | $1,650+413.3% | $2,812+201.1% | $2,596+226.1% |
| Participant deferral / active EE | $11,533 | $2,962+289.3% | $4,426+160.5% | $4,027+186.4% |
| Admin fee / account holder | $5,860 | $3,041+92.7% | $5,425+8.0% | $5,403+8.5% |